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Portfolio (Quarterly) Guide ↗

TOMPKINS FINANCIAL CORP

· CIK 0001005817
13F Portfolio $1.4B AUM 720 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 71 Added 122 Reduced 53 Exited
Page 22 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XYL XYLEM INC Industrials 133.0 $16K 0.00% $118.21 -4.1%
422 IDA IDACORP INC Utilities 100.0 $15K 0.00% $151.30 -9.3%
423 AIQ GLOBAL X FDS 229.0 $15K 0.00% $65.61 -3.3%
424 IYH ISHARES TR 220.0 $15K 0.00% $67.01 +10.3%
425 CLSK CLEANSPARK INC Technology 1,000.0 $15K 0.00% $14.55 -17.7%
426 AIG AMERICAN INTL GROUP INC Financial Services 195.0 $15K 0.00% $74.53 +2.1%
427 HAL HALLIBURTON CO Energy 428.0 $15K 0.00% $33.95 +4.1%
428 TIP ISHARES TR 128.0 $14K 0.00% $109.43 -2.1%
429 USRT ISHARES TR 210.0 $14K 0.00% -855.0 -80.3% $66.45 +1.0%
430 MARA MARA HOLDINGS INC Financial Services 1,000.0 $14K 0.00% $13.89 -18.9%
431 EMB ISHARES TR 142.0 $14K 0.00% $96.44 -1.8%
432 THC TENET HEALTHCARE CORP Healthcare 73.0 $14K 0.00% $187.08 +50.1%
433 ALL ALLSTATE CORP Financial Services 57.0 $14K 0.00% $237.93 +6.7%
434 FNV FRANCO NEV CORP Basic Materials 65.0 $14K 0.00% $208.45 +27.5%
435 HPQ HP INC Technology 595.0 $13K 0.00% $21.94 +35.4%
436 XLY SELECT SECTOR SPDR TR 111.0 $13K 0.00% $117.28 +0.6%
437 SCHM SCHWAB STRATEGIC TR 353.0 $13K 0.00% NEW $36.87 -1.9%
438 IJJ ISHARES TR 88.0 $13K 0.00% $147.73 +0.9%
439 HYG ISHARES TR 153.0 $12K 0.00% $79.97 -0.4%
440 VRTX VERTEX PHARMACEUTICALS INC Healthcare 24.0 $12K 0.00% NEW $496.75 +10.3%
Page 22 of 28  ·  548 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 24.3%
Healthcare 14.4%
Consumer Defensive 8.6%
Consumer Cyclical 7.8%
Industrials 7.4%
Communication Services 3.9%
Utilities 3.4%
Energy 3.3%
Real Estate 1.2%